DHJJ Financial Advisors’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.55K | Hold |
98
| – | – | ﹤0.01% | 638 |
|
2025
Q1 | $3.19K | Hold |
98
| – | – | ﹤0.01% | 607 |
|
2024
Q4 | $3.11K | Hold |
98
| – | – | ﹤0.01% | 586 |
|
2024
Q3 | $3.22K | Hold |
98
| – | – | ﹤0.01% | 570 |
|
2024
Q2 | $2.68K | Hold |
98
| – | – | ﹤0.01% | 538 |
|
2024
Q1 | $2.64K | Hold |
98
| – | – | ﹤0.01% | 534 |
|
2023
Q4 | $2.62K | Hold |
98
| – | – | ﹤0.01% | 526 |
|
2023
Q3 | $2.42K | Buy |
+98
| New | +$2.42K | ﹤0.01% | 527 |
|